Efficient sales processes can make a big difference in a small business’s profitability and growth. With 81% of sales and marketing professionals already using customer relationship management (CRM) systems equipped with automation, sales software for small businesses has become a key tool for streamlining workflows and closing deals faster.
In this guide, we’ll explore how the right sales software can elevate your strategy. You’ll find 12 tools tailored to lead tracking, collaboration, and productivity, along with actionable tips to choose the best options for your business.
Let’s start with the fundamental question.
Sales software can help you simplify and organize your sales processes. It serves as a central hub for managing leads, tracking deals, and improving customer interactions.
The right sales management app reduces time spent on admin tasks, allowing more focus on closing opportunities. This is especially valuable for small businesses where time and resources are tight.
For small businesses, managing sales often feels like juggling too many tasks with too few resources. Owners and employees frequently wear multiple hats, leaving little time for managing complex processes. This is where sales software comes in, offering practical, affordable solutions tailored to the unique challenges of growing businesses.
These are problems sales software can help solve.
Here are the top sales tools organized by type to help you manage and improve key aspects of your sales process. We’ve tested them all to provide you with the most objective opinion.
With the right sales planning tools, you can plan ahead and track progress. They can simplify your sales process by organizing tasks and providing key insights to reach your targets.
When choosing sales planner software, prioritize these features to ensure it aligns with your needs:
If sales tracking feels like a chore, these two planning tools are here to help you stay ahead.
Image source: pipedrive.com
Pipedrive offers an intuitive sales pipeline management system, making it easy for small businesses to track deals, manage tasks, and forecast sales.
Image source: copper.com
Copper is a CRM tailored to small businesses that relies on Google Workspace tools like Gmail and Google Calendar. It simplifies sales planning through task management, pipeline tracking, and performance analytics.
With this kind of software, managing and tracking your sales activities becomes easier, so your team can focus on what matters most — closing deals.
These software features can help you streamline sales management and focus on growth:
The following sales software for small businesses comes packed with sales management capabilities to lighten the load.
Image source: salesforce.com
Salesforce Sales Cloud is a CRM solution that can help small businesses manage and optimize their sales processes. It includes lead tracking, contact management, and pipeline oversight.
Image source: softwareadvice.com
Insightly is an all-in-one tool for small businesses, bringing together CRM and project management to handle lead tracking, contact organization, and sales pipeline oversight.
Sales performance software helps you improve your sales team’s results by monitoring activities, assessing outcomes, and encouraging continuous improvement.
To find the best sales performance software, focus on these key features and drive measurable results for your business:
Tracking performance shouldn’t be stressful. These two small business-friendly sales tools are here to help.
Image source: freshworks.com
Freshworks is a versatile sales performance platform designed to help businesses track, manage, and improve the performance of their sales teams.
Image source: ambition.com
Ambition is a sales performance system that helps businesses increase sales team productivity. It can drive better team engagement through goal-setting features, key performance indicator (KPI) tracking, and a competitive framework.
Sales optimization software takes the guesswork out of boosting your pipeline and leads. These tools automate tedious tasks, rank prospects, and deliver actionable insights to help your team succeed.
Optimize your sales process with software that offers these features:
These sales optimization tools are tried and tested to help you improve efficiency.
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Zoho CRM is one of the most used software in business to optimize sales processes. It provides tools for lead management, automation, and data analytics.
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With Salescamp CRM, small business sales teams can automate workflows, centralize customer data, and access performance metrics to better manage leads.
Designed to speed up the sales cycle, sales acceleration software helps improve efficiency. These tools help sales teams stay productive and engaged, ensuring that no opportunities are missed because of communication breakdowns.
Look for software with these features to boost productivity:
Time is money for small businesses. These two sales acceleration tools can help you close deals faster.
Image source: support.zendesk.com
Zendesk Sell is a sales-focused CRM designed to improve workflow and increase revenue. With a complete view of customer interactions, teams can benefit from more customized experiences.
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Yesware is a sales acceleration software designed to streamline email outreach and improve productivity without the complexity of reputable digital sales tools. Integrated directly into Gmail and Outlook, it optimizes outreach strategies and automatically logs activity into CRM systems.
Free sales software can be a great starting point for small businesses looking to manage sales without a big investment. While these tools may have limitations, they often offer the core functionalities needed to track and manage sales processes.
If you’re exploring free sales software options, make sure that they include these features to support your goals:
These two free sales software options offer practical solutions without cutting corners.
Image source: hubspot.com
HubSpot CRM is a user-friendly platform designed to support small businesses with core sales activities. It’s an all-in-one CRM solution that helps teams gain insights into their performance. It’s free to use, with no time limits and no credit card required to sign up.
Image source: bitrix24.eu
Offering an all-in-one free CRM, Bitrix24 helps small businesses oversee sales management, build stronger customer relationships, and improve team collaboration. It can accommodate up to 12 users.
Selecting the best sales software for your small business requires thoughtful consideration of your unique needs and goals. These steps will help you make the right choice:
When it comes to growing your small business, the right sales software for small businesses can make all the difference. These tools help streamline every part of the sales process, from lead generation to closing deals. A well-structured sales system allows your team to perform at its best, making growth more achievable.
Investing in sales software is a step toward long-term success. It’s worth taking the time to explore solutions that suit your unique needs, whether it’s automating follow-ups, tracking sales activities, or gaining valuable insights into performance. Explore your options and adopt the tools that will help you scale your business.
Iustina is a curious copywriter with an analytical mind and a demonstrated history in the advertising industry. She likes mixing words with data and is passionate about human behavior. When she's not at her work desk, you'll probably find her enjoying refreshing tea flavors, spilling stories on paper, or binge-watching true-crime documentaries.
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